Introduction to the ROI Report and how it is used.
The ROI Report is a reporting interface under the Reporting section of CampaignDrive. This report allows you to see the Template Savings on specific campaign items that have an ROI value included in the template settings.
Creating the Report
When pulling a report, System Administrators can select a specific date range and filter different fields to refine your order data. Please see below for the filterable fields. The date range will auto-fill with the prior 30 days, but can be adjusted.
Regions: Shows all ROI data within one particular region
Locations: Shows all ROI data for one particular location
Users: Shows all ROI data for one particular User
Reading the Report
The report will detail the average ROI dollar amount and the total ROI value for each specific campaign item. Please see below for a more detailed explanation of each report field.
Template: Name of the Campaign Item
Approval Count: Number of approved document generations for the specific campaign items.
Average ROI Dollar Amount: ROI amount for that specific template. (This is the dollar amount of what it would take to create the document from end to end. If this number is not easily understood in your organization, use Pica9's Template Savings Calculator to estimate the dollar amount. )
Total ROI Dollar Amount: Total ROI for that specific template given the number of approved document generations and the ROI per template.